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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,603 | $111,785-61.9% | $93,669-54.5% | $145,877-70.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 6.56% | 203.79%-197.2pp | 133.59%-127.0pp | 551.28%-544.7pp |
| Employer contribution / active EE | $1,409 | $3,096-54.5% | $2,424-41.9% | $4,663-69.8% |
| Participant deferral / active EE | $171 | $4,919-96.5% | $4,416-96.1% | $6,691-97.4% |
| Admin fee / account holder | $4,095 | $10,256-60.1% | $8,291-50.6% | $13,402-69.4% |